Investment Advisor Education Requirements


The investment advisor education is necessary for acquiring the skills essential to assist various consumers in their personal financial matters. The education focuses specifically on financial requirement like making investment strategies, choosing the correct insurance policies, stock market options and retirement plans for the client. In order to become a successful investment advisor, there is a great need for education, professional qualifications and specialization. There are no specific requirements for becoming an investment advisor but it is better to acquire a proper college and university education in order to be preferred by employers.

There are various courses that are offered by colleges and universities as well as specialized degrees and diploma courses that can be taken up by anyone aspiring to become an investment advisor.

Investment Advisor Education Requirements

  • The investment advisor must possess a high school degree with excellent grades in the subjects studied.
  • Both graduate and post graduate courses in mathematics, economics and interpersonal relations are offered by colleges and universities. These can be opted for by hopeful investment advisors.
  • Various certificate courses are also available that are offered through workshops, online and offline institutions. These courses deal with investment and tax planning, employee benefits as well as risk management among other things.

Investment Advisor Education Degrees, Courses and Certificates

The investment advisor must possess the following educational qualification for a ensuring successful career in this field:

  • A high school degree with excellent grades
  • A Bachelor’s degree in mathematics, interpersonal relations or economics
  • A Master’s degree in mathematics, interpersonal relations or economics
  • Certification in tax planning, employee benefit management, risk management and/or investment planning.

Investment Advisor Qualification and Training

Training is a very important requirement for anyone hoping to become an investment advisor. This gives an upper hand to the educational qualification already possessed. The training focuses on acquiring special skills in strategizing and formulating investment plans and other financial requirements as per the different client’s needs.  There are special workshops that work on the skills needed for tax planning, risk management as well as maintaining employee benefits.

Investment Advisor Colleges and Universities

Investment Advisor Wages and Salaries

The U.S Bureau of Labor Statistics has reported that the overall salary earned by investment advisors is about $ 69,050. The investment advisors who specialize in commodities and securities earn an annual salary of $100,200. The advisors who deal with insurance earn a yearly income of $86,790.

Category: Finance Education Requirements

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